+46.1%
GOOGL vs V
+7.8%
+38.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -2.3% | -1.7% | -0.6% | -2.2% |
| 30D | -6.6% | +2.0% | -8.6% | -6.8% |
| 3M | -9.0% | +17.4% | -26.4% | -10.2% |
| 6M | +11.8% | +17.5% | -5.7% | +9.7% |
| YTD | +8.3% | +7.6% | +0.7% | +6.0% |
| 1Y | +46.1% | +7.7% | +38.4% | +43.0% |
| All | +46.1% | +7.8% | +38.3% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded V wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling